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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549 | $58,726-99.1% | $142,898-99.6% | $85,847-99.4% |
| Participation rate | 78.6% | 58.5%+20.1pp | 72.0%+6.6pp | 69.3%+9.3pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,154 | $2,609-55.8% | $3,838-69.9% | $3,952-70.8% |
| Admin fee / account holder | $4 | $4,234-99.9% | $6,560-99.9% | $6,261-99.9% |